Documentation is now available for the Fall 2020 Update release!

Managing Rosters

Describes how to manage rosters.

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Introduction

Roster is a list of users with their schedule of duties within an organization.

Creating rosters

To create a roster:

  1. Go to Setup > Accounts > Rosters.
  2. Click + Add.
  3. From CREATE ROSTER, provide details for the following parameters and click Create:
    • Name: Refers to the name of the roster.
    • Description: Refers to the details of the roster.
    • Shifts Include Users From: Refers to the organization that the users of shift belong to.
      A roster can have shift users belong to only a partner organization or only a specific client organization.
    • Time Zone: Refers to the time zone defined for that roster.
    • Shift Name: Refers to the name of the shift.
    • Schedule: Refers to one of the following schedule:
      • One-time
      • Recurring
    • Start and End Time: Refers to the start and end date and time for the schedule.
    • User Groups: Refers to the user groups assigned to the shift.
    • Users: Refers to the users assigned to the shift.

Managing rosters

You can use the search to find a roster by the roster name. For searching multiple rosters sharing the same criteria, use Advanced option.

You can filter your search results using the advanced search.

To search using additional options:

  1. Click Advanced.
  2. From ADVANCED SEARCH window, provide details for the following parameters and click Search:
    • Select Client
    • Roster Name ROSTERS page displays the search results.

Removing rosters

To delete a roster:

  1. From All Clients, select a client.
  2. Go to Setup > Accounts > Rosters.
  3. Select the desired roster name and click Remove.
    The screen displays a confirmation message.
  4. Click Yes on the confirmation message.